Kestra Private Wealth Services’s Xylem XYL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
2,085
-475
| -19% | -$61.4K | ﹤0.01% | 1335 |
|
|
2025
Q1 | $306K | Sell |
2,560
-44
| -2% | -$5.26K | 0.01% | 1189 |
|
|
2024
Q4 | $302K | Sell |
2,604
-176
| -6% | -$20.4K | 0.01% | 1129 |
|
|
2024
Q3 | $375K | Buy |
2,780
+355
| +15% | +$47.9K | 0.01% | 1001 |
|
|
2024
Q2 | $329K | Sell |
2,425
-102
| -4% | -$13.8K | 0.01% | 1007 |
|
|
2024
Q1 | $327K | Sell |
2,527
-63
| -2% | -$8.14K | 0.01% | 978 |
|
|
2023
Q4 | $296K | Sell |
2,590
-296
| -10% | -$33.9K | 0.01% | 953 |
|
|
2023
Q3 | $263K | Buy |
2,886
+184
| +7% | +$16.8K | 0.01% | 925 |
|
|
2023
Q2 | $304K | Buy |
2,702
+588
| +28% | +$66.2K | 0.01% | 818 |
|
|
2023
Q1 | $221K | Buy |
2,114
+14
| +0.7% | +$1.47K | 0.01% | 888 |
|
|
2022
Q4 | $232K | Sell |
2,100
-248
| -11% | -$27.4K | 0.01% | 744 |
|
|
2022
Q3 | $205K | Buy |
+2,348
| New | +$205K | 0.01% | 783 |
|
|
2021
Q4 | – | Sell |
-1,687
| Closed | -$209K | – | 1031 |
|
|
2021
Q3 | $209K | Sell |
1,687
-314
| -16% | -$38.9K | 0.01% | 840 |
|
|
2021
Q2 | $240K | Buy |
+2,001
| New | +$240K | 0.01% | 750 |
|